RE:RE:RE:RE:RE:Oil up, Oil stocks down: Consider a pairs tradeNice analysis Jay....partucularly liked the tap analogy.
To emphasize your points, I talked in a previous post that unlike the first two of the three pigs I am building a brick house. The houses built by the first two pigs are great as long as the big bad wolf is not around. Once he shows up the destruction of the houses happens very quickly.
To me the market is living right now in houses built by the first two pigs and I see the big bad wolf on his way. The great thing about this is that if you build the brick house you will not only survive the recession but have the resources to make a lot of money after the wolf leaves. Just like the third pig did by charging the first two pigs rent after the wolf blew their houses down (lol).